Senior Financial Analyst

Key Responsibilities

• Lead the monthly forecasting, annual budgeting, and long-range planning processes.
• Prepare and maintain detailed financial models supporting revenue, operating expenses, cash flow, capital expenditures, and profitability.
• Analyze financial performance against budget, forecast, and prior-year results, identifying key drivers and trends.
• Develop scenario analyses and sensitivity models to support strategic planning and investment decisions.
• Prepare monthly and quarterly management reporting packages for executive leadership and ownership.
• Deliver concise financial analysis and recommendations regarding business performance, operating trends, and strategic initiatives.
• Create dashboards and KPI reporting to improve visibility into financial and operational performance.
• Present findings and recommendations to finance leadership and cross-functional stakeholders.
• Partner with department leaders across operations, sales, HR, and other functional areas to develop budgets and monitor financial performance.
• Aid business leaders in evaluating spending decisions, resource allocations, and investment opportunities.
• Serve as a trusted advisor by translating financial results into actionable business insights.
• Support mergers and acquisitions evaluations, capital investment analyses, and other corporate initiatives as needed.
• Conduct profitability and return-on-investment analyses for key business programs and projects.
• Evaluate risks and opportunities impacting financial performance and recommend appropriate actions.
• Continuously improve budgeting, forecasting, reporting, and financial planning processes.
• Enhance reporting automation and leverage financial systems to improve efficiency and accuracy.
• Assist with implementation and optimization of FP&A tools, reporting platforms, and data analytics capabilities.
• Support cash flow forecasting and working capital analysis.
• Collaborate with Accounting during month-end close to ensure accurate financial reporting.
• Aid in preparing presentations and financial materials for executive leadership, lenders, and ownership.

Qualifications

• Education: Bachelor's degree in Finance, Accounting, Economics, or related field required. MBA, CPA, CMA, or other relevant professional certification preferred.
• Experience: 5+ years of progressive experience in FP&A, corporate finance, financial analysis, investment banking, public accounting, or related fields. Experience supporting multi-department budgeting and forecasting processes. Experience within a privately held or family-owned business environment is preferred.
• Technical Skills: Advanced Excel and financial modeling skills. Experience with ERP systems and financial planning tools. Strong proficiency with Power BI, Tableau, or similar reporting and visualization platforms preferred.
• Core Competencies: Strong analytical and problem-solving abilities. Excellent communication and presentation skills. Ability to influence stakeholders across all levels of the organization. High attention to detail and commitment to accuracy. Strong organizational skills with the ability to manage multiple priorities. Collaborative, team-oriented mindset with a hands-on approach.